| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Caroline Jankowski Operose Advisors LLC | 606 | $24,215.1 | $30,348.48 | $6,133.38 | 25.33% |
Brian Ramsay Wealthspan Partners LLC | 36,397 | $1.32M | $1.86M | $540,613.79 | 40.96% |
Ana-Maria Ignat Covestor Ltd | 408 | $13,313.04 | $20,510.16 | $7,197.12 | 54.06% |
Kathryn Brown Morton Brown Family Wealth LLC | 14 | $665.42 | $705.6 | $40.18 | 6.04% |
Marshall McCormick Fingerlakes Wealth Management Inc. | 25,715 | $963,651.71 | $1.3M | $332,384.29 | 34.49% |
Andrew Burkey Joseph Group Capital Management | 833 | $34,677.05 | $42,582.96 | $7,905.91 | 22.8% |
Sean Reitenbach Prosperity Consulting Group LLC | 38,988 | $1.37M | $1.95M | $583,635.46 | 42.64% |
Kathleen Thornhill Confluence Wealth Services Inc. | 30,652 | $1.06M | $1.54M | $481,154.95 | 45.23% |
Bill McVay Red Tortoise LLC | 61 | $1,889.78 | $3,074.4 | $1,184.62 | 62.69% |
Morgan Christen Spinnaker Investment Group LLC | 6,093 | $228,440.13 | $307,087.2 | $78,647.07 | 34.43% |
| MWM Marion Wealth Management Marion Wealth Management | 11,340 | $331,462.8 | $571,536 | $240,073.2 | 72.43% |
W. Travis McKinney HB Wealth Management LLC | 100,707 | $3.41M | $5.08M | $1.67M | 48.91% |
Jeremy Baltz Raleigh Capital Management Inc. | 10,281 | $356,599.34 | $518,162.4 | $161,563.06 | 45.31% |
William Jollie Quent Capital LLC | 5,952 | $212,349.5 | $299,207.04 | $86,857.54 | 40.9% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 24,533 | $898,860.45 | $1.23M | $330,733.51 | 36.79% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 10,700 | $334,893.7 | $539,280 | $204,386.3 | 61.03% |
Missy Straw Nilsine Partners LLC | 47,258 | $1.44M | $2.38M | $937,393.95 | 64.9% |
Dalila Toledo Ascent Group LLC | 50,329 | $1.8M | $2.54M | $736,708.15 | 40.93% |
| EM Erin Mccann Simplicity Wealth LLC | 10,482 | $428,315.46 | $535,839.84 | $107,524.38 | 25.1% |
| REF Robert E. Frey Jr. Lakeside Advisors Inc. | 21,600 | $812,160 | $1.09M | $276,480 | 34.04% |